Equities

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Equities news, analysis and strategies.

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Billions Star Maggie Siff Now Front Woman For Betterment

Aug 15, 2018

New IRC Regs Block "Crack and Pack," But Present New Opportunities

Aug 15, 2018

Because You Can’t Fix Your Client’s Grief

Aug 15, 2018

JPMorgan to Shut Investment Accounts for Foreign Retail Clients

Aug 14, 2018

Taxpayer Can Disclaim Interests in Pre-1977 Trust

Aug 14, 2018

Featured

Blockchain Explained

Jan 31, 2018

Five Car-Buying Mistakes Clients Make

Apr 05, 2018

Six Trends in Financial Advisor Compensation

Jun 27, 2018

Seagram’s Heiress Bankrolls Alleged Sex Cult

Jul 26, 2018

Highlights

Cuban: Move to Cash

Aug 14, 2018

Billionaire entrepreneur Mark Cuban says high U.S. debt and worry over Trump’s trade proposals have prompted him to get out of the market.

Clients’ Fear of Volatility Is an Opportunity

Aug 13, 2018

Options strategies can be useful, especially as markets get wobbly; here are some ways to introduce the subject...

Gold and Stocks Poised for Big Moves

Aug 13, 2018

Traders’ return from summer holidays is a catalyst.

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Bursting the Micro-Bubble

Aug 10, 2018

Though the market overall is reasonably valued, there are pockets of extraordinary risk in the technology sector.

FUND FLOWS: Major Sectors Reap Benefits of Peak Earning Season

Aug 07, 2018

But, the Financial Sector is left out in the cold.

FUND FLOWS: Emerging Markets Stocks: Yay or Nay?

Aug 07, 2018

A rare pocket of value or a mixture of opportunities and value traps?

FUND FLOWS: Sector Funds Shine Through the Fog of Uncertainty

Aug 07, 2018

There’s no shortage of clouds over the current investment landscape.

Four Ways to Increase Returns Without Added Risk

Aug 06, 2018

A thoughtful approach to making portfolios more conservative while still squeezing some returns from them.

FUND FLOWS: Expanding U.S. Economy Continues to Attract Money

Jul 31, 2018

U.S. Equity and Bond funds attracted over $6 billion between them for the second straight week, diverging from other global...

Equity Investment Opportunities Look Better Outside the U.S.

Jul 27, 2018

It is important to be diversified—and to choose wisely.

Focus Financial Partners Gains on Day One, Meets Target on Debut

Jul 26, 2018

The company lowered its IPO price to $33 but investors pulled it up on its first day of trading.

Why There Is No Tech Bubble in Five Charts

Jul 20, 2018

Pundits are asking when the tech bubble will burst. They’ve been saying the same thing since 2011.

FUND FLOWS: Investors Continue to Flee Emerging Market Equity Funds

Jul 10, 2018

Emerging markets equity funds started July with the biggest weekly redemptions in almost two and a half years.

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